Receiving a 500 error when running PDF reports and using the Adobe Acrobat browser extension? Find the extension manager icon (puzzle piece) in your browser, usually located to the right of the address bar. Find the Adobe extension in the list of extensions turned on for your browser, then click the menu (three dots) next to the extension name. Select Manage Extension. Under Site Access, select "On click", and be sure to check the box to Allow access to file URLs.
Reports are organized into categories. Selecting a report displays a series of dialogs that allow you to select an individual report and then specify report sorting, filtering, formatting and output options.
To run a report, select the Reports link in the Admin Functions panel.
In the Reports pop-up dialog, select the report group you want to browse. A new pop-up dialog will appear containing all the reports in that group.
Subgroup Filtering
For many reports, the next screen allows you to filter the report based on a subgroup.
Example: You could look at members just in the Midwest region, or transactions generated just by the CA district. You will see a screen similar to the one shown below:
Click the drop-down arrow then navigate the tree to the subgroup you want, or select one of the special options.
Membership Reports
Membership reports can be filtered by Member Status:
- “Active Members” are those who are fully paid up in their membership.
- “New Members with Payment Pending” are those who opted to send in a check. Once it is received, you can manually switch their membership to Active.
- “Expired Members” are those who have allowed their membership to lapse and who are flagged as expired by the system (based on the rules that you specify) or manually by the Membership VP.
- “Other Inactive Members” includes members who have been “bulk loaded” into the system when a club is first set up in ClubExpress, but who have not yet received their welcome emails (which triggers activation.) This option also catches members whose accounts have been temporarily frozen for inappropriate behavior.
- “Trial Members” represent a member type with the Trial flag enabled.
Reports can also be filtered by Member Type, including all of the types configured for your club or association. You can also include different Member Levels:
- All members, including solo, primary, secondary and tertiary;
- Solo and primary members only;
- Secondary (family or additional business) members;
- Tertiary members;
Various combinations of primary and secondary/tertiary.
You can also click a checkbox to filter to only members without an email address. This option is especially useful for mailing labels since the member has not received emailed notices or announcements.
These filters are cumulative; you can specify criteria in any or all of the three areas and all specifications will be applied to generate the final result.
Date Range Filtering
Some reports can be filtered by a pre-defined date range (current or previous year, month or week, yesterday or today) or by a user-specified range of dates.
Output Options
Some reports allow you to customize the report title. This text box will be grayed out if this option is not available.
With the exception of mailing labels, you have five options for outputting reports:
- Adobe Acrobat (PDF)
- HTML
- CSV (unformatted, suitable for importing into Excel
- MS Word (must be installed on the client computer)
- MS Excel (must be installed on the client computer)
- International users may select A4 as the output paper size for reports, as well as for mailing labels.
Click Run Report to display the report. The PDF and HTML options will be displayed in a popup window. If you select the CSV, Word, or Excel options, you will be prompted to open the file or save it to your local hard disk.
Using the PDF option allows you to save the report to disk, print it to any connected printer, or forward it via email to any appropriate user. HTML appears quickest since no external program is required. The Word and Excel options are fully formatted; if you want an unformatted list, select CSV then open the resulting file in Excel.
If the popup report results window does not appear, your popup blocker may be blocking it. Try holding the [Ctrl] key while you press the Run Report button, then releasing the key when the window appears. Also check that you do not have two or more popup blockers active at the same time, since they can conflict with each other. Your browser has a built-in popup blocker but if you’ve installed any add-in toolbars (Google, Yahoo, etc.) it will have a popup blocker as well. Disable all but one of them.
When printing mailing labels to PDF, be sure to set Acrobat's printer options to print the labels at full size. If you are using Acrobat 5, uncheck the options to shrink or expand pages to paper size in the "Copies and Adjustments" section of the print dialog box. For Acrobat 6, set the "Page Scaling" option to "None" in the "Page Handling" section. Other versions will have similar wording.